Document Submission
- Ahmad Zahedi
- Tabitha Valencia (Unlicensed)
- Brandon Moninghoff (Unlicensed)
Owned by Ahmad Zahedi
Document Submission steps allow for the tracking of required documents based on the type of case.
Example Document Submission Step
A case may have one or more document submission steps that require one or more specific documents to be attached.
To attach a document, click on the “Attach Document” button as show below:
Document Submission highlighting the "Attach Document" button
After clicking on this button, you are able to upload or provide the required document details.
Attach Document Dialog
After all required documents are added to a Document Submission step, the step can be completed by hovering over the “Action” button.
The Action button on a Document Submission
After hovering over the action button, the Action Menu will be displayed.
Example Action Menu on a Document Submission
Simply click “Complete” to record the completion of this step.